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Vanguard Wellington shares owned by Diversified Portfolios

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Diversified Portfolios from 13F filings

Historical chart of Diversified Portfolios investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Diversified Portfolios consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 20k 101.41

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Interm Bond Index ETF Etf (BIV)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares National Muni Bond ETF Etf (MUB)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
DFA Tax-Managed US Marketwide Value II Etf (DFUV)
Vanguard Russell 3000 ETF Etf (VTHR)

View all positions for Diversified Portfolios

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Financial Counselors
Evanson Asset Management
Taylor, Cottrill, Erickson & Associates
Diversified Portfolios
Kades & Cheifetz
Sterling Financial Planning
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington